Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 31 retirement plans report an interest in this investment, totaling $1.3M in reported end-of-year interest. Plans are ranked by reported interest.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | M S INTERNATIONAL, INC. M S INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | ORANGE CA | 2,093 | $100.2M | $295K |
| 2 | MCDOUGALL AND SONS, INC. MCDOUGALL AND SONS, INC. RETIREMENT PLAN | WENATCHEE WA | 866 | $29.3M | $227K |
| 3 | BENETRENDS, INC. BENETRENDS, INC. PROFIT SHARING PLAN AND TRUST | LANSDALE PA | 109 | $6.0M | $183K |
| 4 | HUB INTERNATIONAL PUERTO RICO, INC. HUB INTERNATIONAL PUERTO RICO, INC. RETIREMENT PLAN | SAN JUAN PR | 117 | $9.9M | $136K |
| 5 | PB&J AUTOMOTIVE, INC. DBA TUSTIN MAZDA/TUSTIN HYUNDAI OC AUTO TEAM 401K PLAN | TUSTIN CA | 196 | $6.8M | $59K |
| 6 | FARIBORZ RODEF DDS, INC. FARIBORZ RODEF DDS, INC. 401(K) PLAN | WEST COVINA CA | 327 | $8.0M | $47K |
| 7 | AON RISK SERVICES OF PR, INC. AON RISK SERVICES OF PR, INC. 1081.01(D) PLAN | SAN JUAN PR | 65 | $9.7M | $43K |
| 8 | GREEN HILLS MEMORIAL PARK GREEN HILLS MEMORIAL PARK EMPLOYEES' RETIREMENT PLAN | RANCHO PALOS VERDES CA | 87 | $30.0M | $40K |
| 9 | MIXER DIRECT, INC., DBA MXD PROCESS MXD PROCESS RETIREMENT SAVINGS PLAN | JEFFERSONVILLE IN | 84 | $2.2M | $40K |
| 10 | LATARA ENTERPRISE, INC. DBA FOUNDATION LABORATORY FOUNDATION LABORATORY 401(K) PROFIT SHARING PLAN | POMONA CA | 205 | $7.0M | $35K |
